Codex Sales Visit Battlecard Workflow
Codex can organize client profiles, key people, unfulfilled commitments, risks and suggested questions within the mandate. External facts and client data in the bulletins are not supposed to be sourced as a client's position.
This video is used to understand the idea of Codex automation. Real implementation needs to be designed according to data access, system interfaces, operational risks and manual approval requirements.
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Codex can organize client profiles, key people, unfulfilled commitments, risks and suggested questions within the mandate. External facts and client data in the bulletins are not supposed to be sourced as a client's position.
The video content of this issue is read
The following are from the structured text of the original video during the period, which allows for quick reading, internal discussion and search.
1. Opening
Codex can act as the main Agent, integrating external intelligence and internal records.
Issues
The official network, the press, recruitment, CRM and historical mail are scattered in different places, and facts and guesswork are easily mixed, and only a long list of information is available.
Models
A valid brief is divided into customer facts, relationship history, opportunity assumptions and validation questions.
Process
Codex first collects public information and records sources, then links CRM, mail, offers and service records, forms an opportunity and risk assumption, and finally publishes a page of briefing notes and list of issues.
5. Context
The first engagement focused on role and exploration; the programme phase focused on the decision chain and competitive risks; and the renewal phase, on the use of value evidence and delivery issues.
6. Technology
Initial visits can be conducted using Web only for searches and documents; CRM and mailboxes are connected when a complete history of relationships is required; and data re-entry and rating rules are operated by large clients.
7. implementation
Select a high-value visit first, and then check the template around.
8. Closure
The value of customer research is to make visits more critical.
What should we do with this scene?
The definition of real input, expected output, tool privileges, manual approval, unusual handling and business acceptance indicators should be followed by a decision on the use of rules, scripts, API, Codex or other AIAgent.
The verification of conditions, liability, data sources and exceptions is done using real samples, and the presentation is not used as a substitute for production evidence.
The verification of conditions, liability, data sources and exceptions is done using real samples, and the presentation is not used as a substitute for production evidence.
The verification of conditions, liability, data sources and exceptions is done using real samples, and the presentation is not used as a substitute for production evidence.
Suggested paths for improvement
- 1Harmonization of client, commodity, supplier and issue classifications
Selecting recent and representative tasks and anomalies, identifying participants, input outputs, time and current costs.
- 2Clear priority, price and risk-based judgement rules
Distinction between actions that are self-executing, that require manual confirmation and that prohibit automatic processing.
- 3Sending recommendations to CRM, worksheets or procurement approvals
Start with the draft, a copy or a limited scene, and keep the abnormal transferer and retreat.
- 4Reset data with transactional, responsive, quality and manual correction
Continuous observation of accuracy, adoption, processing cycle, error and real business results.
How to automate the receipt and inspection is really effective.
The acceptance cannot be based solely on whether a single demonstration runs. The following results should be observed continuously using independent samples and real anomalies, and pre-modification baselines of the same calibre should be maintained:
- Rate of omission of critical clients and high-risk issues
- Classification, value and preparation cycle
- Recommended percentage of operational staff
- Amount, commitment and external communication verified
The authorization, approval, audit and manual takeover must also be verified when it comes to the amount, customer commitment, privacy, compliance, production change or deletion operations.
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